|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.23% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.13% | |
Worst 1-Yr Total Return (2008): | -41.04% | |
Best 3-Yr Total Return (2006-8): | -9.67% | |
Worst 3-Yr Total Return (2006-8): | -9.67% |
|
| 1-Year: | -12.05% | | 3-Year: | -7.13% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | QALGX | Category | Diff | Index* | Diff | | Year To Date | 24.23 | 31.20 | -6.97 | 24.07 | 0.16 | | 1-Month | 6.15 | 5.67 | 0.48 | 6.00 | 0.15 | | 3-Month | 8.60 | 8.18 | 0.42 | 7.91 | 0.69 | | 1-Year | 28.96 | 34.04 | -5.08 | 25.39 | 3.57 | | 3-Year | -5.20 | -3.89 | -1.31 | -5.79 | 0.59 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.44 | 43.84 | -7.4 | 45.76 | -9.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.18 | -18.03 | -5.15 | -18.25 | -4.93 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | QALGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.04 | -40.67 | -0.37 | | 2007 | | | 17.13 | 13.35 | 3.78 | | 2006 | | | 6.73 | 7.05 | -0.32 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
QALGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.61 | 12.74 | 12.27 | N/A | | 2008 | -11.34 | 3.71 | -18.55 | -21.27 | | 2007 | 3.91 | 6.56 | 4.84 | 0.91 | | 2006 | 4.41 | -1.75 | 0.19 | 3.84 | | 2005 | N/A | N/A | N/A | 3.89 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1363 | 1818 | 74.97 | | 1-Month | 209 | 1906 | 10.97 | | 3-Month | 57 | 1904 | 2.99 | | 6-Month | 634 | 1866 | 33.98 | | 1-Year | 1066 | 1815 | 58.73 | | 3-Year | 864 | 1537 | 56.21 | | 5-Year | | 1273 | N/A |
|
|
|
|
|
0.10% Nasdaq 0.00%
Performance
